AdvisorOS Directory
Claim Profile
Unclaimed Profile
KS

Katrina Lynn Starr-Frederick

HASTINGS EQUITY PARTNERS, LLC·NEEDHAM, Massachusetts
Clean recordHASTINGS EQUITY PARTNERS, LLC
250 FIRST AVE, NEEDHAM, MA 02494CRD# 6460604Firm CRD# 167499

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Katrina Lynn Starr-Frederick · NEEDHAM, MA
Registration
CRD #6460604 · HASTINGS EQUITY PARTNERS, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Katrina Lynn Starr-Frederick is a registered financial advisor based in NEEDHAM, Massachusetts, affiliated with HASTINGS EQUITY PARTNERS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
Introduction

Speak with Katrina

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Katrina is the right fit? Take our 2-minute quiz →

03

Firm Overview

Firm
HASTINGS EQUITY PARTNERS, LLC
HASTINGS EQUITY PARTNERS, LLC
AUM
$567M
Regulatory assets under management
Employees
13
Total firm employees
View all advisors at HASTINGS EQUITY PARTNERS, LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 6460604
Firm CRD# 167499
View on FINRA BrokerCheck →

Looking for a financial advisor in NEEDHAM?

Browse all registered financial advisors in NEEDHAM, Massachusetts or claim this profile if it's yours.

Browse NEEDHAM AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Katrina Lynn Starr-Frederick offer?
Katrina Lynn Starr-Frederick specializes in Retirement Planning. Contact their office in NEEDHAM, Massachusetts for a consultation.
What are Katrina Lynn Starr-Frederick's credentials?
Katrina Lynn Starr-Frederick is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Katrina Lynn Starr-Frederick located?
Katrina Lynn Starr-Frederick is based in NEEDHAM, Massachusetts, working with HASTINGS EQUITY PARTNERS, LLC. Their office serves clients in the NEEDHAM metropolitan area and surrounding communities.
How does Katrina Lynn Starr-Frederick charge for services?
Katrina Lynn Starr-Frederick's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is HASTINGS EQUITY PARTNERS, LLC?
HASTINGS EQUITY PARTNERS, LLC has approximately 13 employees and manages $567M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at HASTINGS EQUITY PARTNERS, LLC

Edward Bickford Patton
NEEDHAM, MA
Joseph Gregory Conlon
BOSTON, MA
Bruce Catron Macrae
NEEDHAM, MA

More Advisors in NEEDHAM, Massachusetts

Thomas Roderick Walkey
WATERVILLE INVESTMENT PARTNERS, LLC·NEEDHAM, MA
Scott Bruce Seidman
SEIDMAN INVESTMENT ADVISORS, LLC·NEEDHAM, MA
James Maclay Oates
BEAUMONT FINANCIAL PARTNERS LLC·NEEDHAM, MA
Joel Harold Berenson
BRAVER WEALTH MANAGEMENT, LLC·NEEDHAM, MA
Michelle Elise Wells
THE DARROW COMPANY, INC.·NEEDHAM, MA
Timothy John Wright
GRANDBANKS CAPITAL INC.·NEEDHAM, MA

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Massachusetts
BOSTON (4228)CAMBRIDGE (266)WALTHAM (210)WELLESLEY (201)NEWTON (143)SPRINGFIELD (80)BRAINTREE (69)WESTWOOD (54)WELLESLEY HILLS (46)LEXINGTON (42)
City Guides
BOSTON GuideCAMBRIDGE GuideWALTHAM GuideWELLESLEY GuideNEWTON Guide
Research
Advisor Fees in MassachusettsNational Fee Analysis
Request removal of this profile